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Published research · Complete archive2026 · 3054 notes

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Every published research note and standalone analysis, collected in one place and linked to its underlying sources.

Sep 3, 2026

[CRL] Charles River Labs Thesis 2026: Biopharma R&D Cycle Tests Preclinical Services Recovery

Sep 3, 2026

[NBTB] NBT Bancorp Thesis 2026: Upstate NY Pennsylvania Community Bank Compounder

Sep 3, 2026

[ASTS] AST SpaceMobile Builds Direct-to-Cellular Satellite Network Through Constellation Deployment

Sep 3, 2026

SDHC: FY25 Deep Dive

Sep 3, 2026

[TIGO] Millicom Compounds Latin American Telecom Franchise Through Mobile Data And Broadband And Deleveraging

Sep 3, 2026

[AVAL] Grupo Aval Compounds Financial Franchise Through Colombian Banks And Credit Growth

Sep 3, 2026

[AEP] American Electric Power Thesis 2026: Data Center Load Growth Anchors Record Capex Cycle

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